Ref Codes

Ref Codes help organize an MOCs and action items for prioritizing, tracking, reporting, and overall MOC management.

A ref code is the configurable portion of an MOC and action item number. It can be used as search criteria to find an MOC or groups of action items.

Below are guidelines for Ref Codes

• Only MOC Power or Super users have the ability to create or edit ref codes under MOC Settings. 
• The ability to view ref codes in divisions outside of a user's default division is determined by organization permissions.
• The default ref codes automatically added to the MOC module are Engineering, Maintenance, Operations, Quality, and Safety. MOC Power User's at the division level are able to view, create, and edit ref codes using the Settings > Ref Codes section.
• A ref code can represent a plant, a process area, or a department depending on how the company chooses to categorize an MOCs in Frontline MOC.

• A ref code cannot be deleted if it is being used by an MOC. It is recommended to inactivate ref codes that should no longer be available for users to select.

How to Create a Ref Code

Follow the steps provided below to create a new ref code for a division.

1. Navigate to Settings > Ref Codes in the MOC module menu. The ref codes already available in the system will display.
2. Select New from the toolbar. The Ref Code Information form will display all available fields to complete.
3. Enter the name of the ref code in the Ref Code field.
4. Description is an optional field that can be used to further describe the ref code. Enter a description, if necessary.
5. Ensure Company, and Division are correct.
6. Ensure Active is checked, making the new ref code available for use once completed. 

7. Modify the Active and Inactive dates, if necessary. 

8. Select Save on the toolbar. The new ref code has been added to the list and is available for users to select. 

How to manage an existing Ref Code

Follow the steps provided below to update an existing ref code for a division.

1. Navigate to Settings > Ref Codes in the MOC module menu. The ref codes already available in the system will display.
2. Select the Ref Code that needs to be updated. 
3. Modify the fields that need to be changed. To inactivate a ref code, uncheck Active from the Ref Code Information form.
4. Select Update on the toolbar to update the ref code with the modifications that were made on the Ref Code Information form.
5. To delete a ref code, select Delete on the toolbar.
6. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.